SWA
Sax Wealth Advisors’s Oracle ORCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $919K | Buy |
4,201
+104
| +3% | +$22.7K | 0.06% | 183 |
|
|
2025
Q1 | $573K | Buy |
4,097
+110
| +3% | +$15.4K | 0.04% | 202 |
|
|
2024
Q4 | $664K | Buy |
3,987
+559
| +16% | +$93.2K | 0.05% | 164 |
|
|
2024
Q3 | $584K | Buy |
3,428
+787
| +30% | +$134K | 0.05% | 137 |
|
|
2024
Q2 | $373K | Buy |
2,641
+763
| +41% | +$108K | 0.04% | 179 |
|
|
2024
Q1 | $236K | Buy |
+1,878
| New | +$236K | 0.03% | 169 |
|
|
2022
Q4 | – | Sell |
-3,288
| Closed | -$201K | – | 174 |
|
|
2022
Q3 | $201K | Hold |
3,288
| – | – | 0.05% | 153 |
|
|
2022
Q2 | $230K | Sell |
3,288
-59
| -2% | -$4.13K | 0.06% | 147 |
|
|
2022
Q1 | $277K | Sell |
3,347
-4,118
| -55% | -$341K | 0.07% | 144 |
|
|
2021
Q4 | $651K | Buy |
7,465
+4,180
| +127% | +$365K | 0.14% | 98 |
|
|
2021
Q3 | $286K | Hold |
3,285
| – | – | 0.07% | 135 |
|
|
2021
Q2 | $256K | Sell |
3,285
-545
| -14% | -$42.5K | 0.09% | 131 |
|
|
2021
Q1 | $269K | Hold |
3,830
| – | – | 0.1% | 118 |
|
|
2020
Q4 | $248K | Buy |
+3,830
| New | +$248K | 0.11% | 110 |
|